Many Entrepreneurs wake up one day and think, “I want to sell.” Some have a health scare or are forced into it. Some receive the coveted letter “XYZ Acquisition Company has been retained and has a qualified client looking to buy YOUR business” (Beware!). And some are...
Discover the latest updates in the world of forward-thinking investment banking.
the 3 step process for a successful Business transaction
Business Valuation, Value Creation, Selling a Business, Sell-side, Strategic Advisory
If you're thinking of selling your company, you should know what to expect before you begin. The process of selling a company isn't that complicated, but you'll want a proven team from start to finish to achieve the best outcome. Too many times, we hear of business...
Defending your equity value
Business Valuation, Exit Planning, Value Creation, Valuation, M&A, Strategic Advisory
Defending Your Equity Value - Key Steps to Realizing Maximum Value in Your Business In 1960, as he concluded a legendary career in baseball, Ted Williams stood in front of his locker at Fenway Park while mired in one of the few slumps of his career. He told a pack of...
8 Things you NEED to do before you sell your Business
Corporate Divestitures, Strategic Advisory, Exit Planning, Restructuring & Special Situations, Value Creation, Sell-side, Owner Considerations, M&A Education & Market
While we are surprised by the potential "deal killers" every time we execute the sale of a business, there are a few things that remain constant. Our job as Investment Bankers is to maximize your value in the market by finding the right fit between you and a buyer....
Take Share to Regain Value
Sell-side, Owner Considerations, Exit Planning, Value Creation, M&A
Take Share to Regain Value The problem facing many businesses and owners is how to regain revenues and earnings in 2021 after a COVID-19 affected 2020. Those that figure this out will 'take share' (market share) and create significant value. After nearly a year...
What’s Next?
M&A, Strategic Advisory, Restructuring & Special Situations, Value Creation
What's Next PPP / EIDL will save many, not enough for some. Many are getting debt or expense holidays which will likely end before rebound is in full swing for many. Cash is King. Many will forecast too optimistically on revenue returning to levels to sustain expense...
Business as “Unusual” – 5 Things To Survive the Next Quarter
Industry Insights, Managing Risk, M&A, Owner Considerations, Growth Capital, Exit Planning, Restructuring & Special Situations, Value Creation
1. Retention is the new growth. In a shrinking revenue environment, smart companies must ensure they keep their existing customers happy. Objectively, many companies do not have the time (or cash) to pursue new business which is a riskier pursuit than keeping your...
Should I Sell My Business Now, Or Hold Off A Few Years?
M&A, Sell-side, Owner Considerations, Strategic Advisory, Exit Planning, Restructuring & Special Situations, Value Creation
Many business owners struggle with whether to sell their business or hold on a bit longer. Their trepidation is rooted in their uncertainty over which option yields the most rewarding outcome. We often see this level of doubt creep in with business owners who have a...
The M&A Trifecta: The Key Pieces You Must Have in Place To Sell Your Business
Education, M&A, Sell-side, M&A Education & Market, Exit Planning, Value Creation
The sell-side M&A process has many layers that require different tactical approaches depending on your business’s unique circumstances. In some ways, no two sales processes are exactly the same. The playing field is a little different with every transaction, so a...
What Should I Do to Prep?
Managing Risk, Education, M&A, Sell-side, Owner Considerations, M&A Education & Market, Strategic Advisory, Business Valuation, Exit Planning, Value Creation
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Your Leadership Team
Owner Considerations, Management Buyouts, ESOP's, Value Creation, Education
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How to Increase the Value of Your Business for a Sale
M&A, Sell-side, Strategic Advisory, Business Valuation, Exit Planning, Value Creation
As you look into the future, the day may be approaching when it is time to sell your business. If so, naturally your goal will be to get the most value out of your life’s work. But the price your business will fetch on the market is reliant on many factors, some of...